HDFC Equity Savings Fund vs HDFC Hybrid Debt Fund

Portfolio Overlap Analysis · HDFC vs HDFC

17.9%
Low Overlap
25 common stocks · Rank #12514 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFC Hybrid Debt Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFC Hybrid DebtOverlap
ICICI Bank Ltd.
Banks
4.26%2.06%2.06%
HDFC Bank Ltd.
Banks
7.80%1.86%1.86%
State Bank of India
Banks
2.91%1.62%1.62%
Axis Bank Ltd.
Banks
1.64%1.35%1.35%
Reliance Industries Ltd.
Petroleum Products
5.64%1.04%1.04%
Larsen and Toubro Ltd.
Construction
3.10%0.90%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%0.78%0.78%
Kotak Mahindra Bank Limited
Banks
1.52%0.75%0.75%
Oil & Natural Gas Corporation Ltd.
Oil
1.18%0.75%0.75%
NTPC Limited
Power
2.25%0.69%0.69%

Unique to HDFC Equity Savings

  • Titan Company Ltd.3.52%
  • Adani Ports & Special Economic Zone1.99%
  • Bharti Airtel Ltd.1.96%

Unique to HDFC Hybrid Debt

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.6% (5)
IT - Software
1.8% (3)
Pharmaceuticals & Biotechnology
1.6% (3)
Petroleum Products
1.3% (2)
Power
1.2% (2)
Construction
0.9% (1)
Oil
0.8% (1)
Telecom - Services
0.7% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Auto Components
0.3% (2)
Automobiles
0.3% (1)
Consumable Fuels
0.3% (1)
Paper, Forest & Jute Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for HDFC Hybrid Debt

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.